Filing taxes is a time-consuming (and sometimes confusing) process. But understanding the basics can help make it more manageable. Income, Deductions and Credits. Learn more. (article)

Market pullbacks can feel unsettling. In this episode, Jason Ranallo discusses the latest market movements, puts them in historical context, and talks through why staying diversified and disciplined is key to long-term success.

If you’re over 50, there’s a way to help bridge that gap: catch-up contributions. This IRS-approved provision allows older workers to contribute beyond the standard 401(k) limits. (article)

Quite often, one spouse handles the finances in the household. In this episode, we discuss how a collaborative financial plan can provide clarity, confidence, and security for both partners—before life’s unexpected moments happen.

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Find out. (article)

This edition Well Balanced has a thought-provoking riddle, and a key tax season reminder. Plus, we’re sharing the helpful prioritization framework: MoSCoW, cyber-security tips, and the latest from Vector posts and podcasts.

In this podcast, we talk about the fluid nature of tariffs and their potential implications for U.S. economic growth. Our take, these are shifts in consumer spending without creating new money. Also, the Super Bowl.

On any given day, the odds of the S&P 500 ending in the green are around 53 percent. Nearly the same odds as the flip of a coin. On the surface, participating in a daily venture where half the time you lose may seem counterintuitive. And yet.